{"id":77,"date":"2025-12-02T00:03:49","date_gmt":"2025-12-02T00:03:49","guid":{"rendered":"https:\/\/uretacpa.com\/?page_id=77"},"modified":"2025-12-03T00:57:07","modified_gmt":"2025-12-03T00:57:07","slug":"services","status":"publish","type":"page","link":"https:\/\/uretacpa.com\/?page_id=77","title":{"rendered":"Services"},"content":{"rendered":"\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"399\" src=\"https:\/\/uretacpa.com\/wp-content\/uploads\/2025\/12\/Services-Featured-Image-small.jpg\" alt=\"A rectangular infographic for URETA CPA, LLC visually representing four core services: Individual Tax Preparation &amp; Filing (sky blue quadrant with a person at a laptop), Business Tax Services (navy blue quadrant with a business team and classical building), Tax Planning (gold quadrant with calculator, calendar, and upward arrow), and Bookkeeping (slate gray quadrant with financial documents and gear icon). A central shield with a keyhole symbolizes data security and trust.\" class=\"wp-image-85\" srcset=\"https:\/\/uretacpa.com\/wp-content\/uploads\/2025\/12\/Services-Featured-Image-small.jpg 600w, https:\/\/uretacpa.com\/wp-content\/uploads\/2025\/12\/Services-Featured-Image-small-300x200.jpg 300w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<p class=\"has-primary-color has-text-color has-link-color wp-elements-1b4c06a954aecf7330a1a1372cd77c43\"><strong>URETA CPA, LLC<\/strong> simplifies taxes and finances, ensuring clarity, security, and manageability. I build trusted client relationships through personalized attention and a privacy-first approach. Every service \u2014 from individual filings to business support, planning, and bookkeeping \u2014 is designed to streamline processes and provide lasting peace of mind.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Individual\">Individual Tax Preparation &amp; Filing<\/h2>\n\n\n\n<p class=\"has-primary-color has-text-color has-link-color wp-elements-0efd769c40b5b32a0c64c9309f14fce7\"><strong>Clarity and confidence in every return.<\/strong> Accurate guidance simplifies and streamlines the filing process.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-a5b20f9e7b79f0282137bbd8fdceab93\">Federal &amp; State Returns<\/li>\n\n\n\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-66a285a3101e70cc6fd470039f69ec88\">Life Event Support (marriage, home purchase, retirement, inheritance)<\/li>\n\n\n\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-a30936ed4d7f949eefd740ce3e25a73e\">IRS Representation<\/li>\n\n\n\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-e1c4b1c71808996aa1fd20e0d53855fa\">Year-Round Filing Assistance<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Business\">Business Tax Services<\/h2>\n\n\n\n<p class=\"has-primary-color has-text-color has-link-color wp-elements-20cacc0f836d2dcb1238a1dc5a1b97a1\"><strong>Smart compliance for complex entities.<\/strong> Ensure precise and compliant filings for S-Corporations, Partnerships, and Trusts &amp; Estates.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-e1830b01edaf5ca3405f69e306e41e08\">S Corporation &amp; Partnership Returns<\/li>\n\n\n\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-abede0f147d167703e30c4e377ab0ee0\">Trust &amp; Estate Filings<\/li>\n\n\n\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-7314cf6bdf12288de1bcd2e58626f4c2\">Entity Selection &amp; Structuring<\/li>\n\n\n\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-e1c4b1c71808996aa1fd20e0d53855fa\">Year-Round Filing Assistance<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Planning\">Tax Planning<\/h2>\n\n\n\n<p class=\"has-primary-color has-text-color has-link-color wp-elements-c23d4cb8dc551c24263101b83a0653cf\"><strong>Plan today, save tomorrow.<\/strong> Proactive strategies minimize liability, prepare for life events, and protect long-term wealth for individuals and entities.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-5ab7228215213f2b06ae014aa1879451\">Personalized Tax Strategies<\/li>\n\n\n\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-357e8db71b39d475f96f9029c8d82e75\">Estimated Tax Payment Calculations (avoid penalties and manage quarterly obligations)<\/li>\n\n\n\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-e93ece319a9bb9aaf85a6e5f4f56fa15\">Life Event Tax Impact Analysis<\/li>\n\n\n\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-e313b0950be5faccab5c38f45ecb658b\">Year-Round Advisory<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Bookkeeping\">Bookkeeping<\/h2>\n\n\n\n<p class=\"has-primary-color has-text-color has-link-color wp-elements-72d46fd0e2557f313a17cf0794325c19\"><strong>Accurate books are the foundation of smart tax planning.<\/strong> Clear and organized records ensure smooth business operations and support accurate tax filings.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-0fc9ddc3da737ea3af542ecdddf4a958\">Monthly &amp; Quarterly Bookkeeping<\/li>\n\n\n\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-2b8746b628d363382135e67cf3011ea0\">Transactional Recording &amp; Categorization<\/li>\n\n\n\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-060dbc5d7afd508665dd9ffc22679f49\">Bank &amp; Credit Card Reconciliation<\/li>\n\n\n\n<li class=\"has-primary-color has-text-color has-link-color wp-elements-c789d64ac1ac0e5a5ad1c0e0c8db1688\">Financial Statements Preparation (Profit &amp; Loss, Balance Sheet)<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>URETA CPA, LLC simplifies taxes and finances, ensuring clarity, security, and manageability. I build trusted client relationships through personalized attention and a privacy-first approach. Every service \u2014 from individual filings to business support, planning, and bookkeeping \u2014 is designed to streamline processes and provide lasting peace of mind. Individual Tax Preparation &amp; Filing Clarity and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-77","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/uretacpa.com\/index.php?rest_route=\/wp\/v2\/pages\/77","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/uretacpa.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/uretacpa.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/uretacpa.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/uretacpa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=77"}],"version-history":[{"count":13,"href":"https:\/\/uretacpa.com\/index.php?rest_route=\/wp\/v2\/pages\/77\/revisions"}],"predecessor-version":[{"id":153,"href":"https:\/\/uretacpa.com\/index.php?rest_route=\/wp\/v2\/pages\/77\/revisions\/153"}],"wp:attachment":[{"href":"https:\/\/uretacpa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=77"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}